Limted Slots · Q4 2026

Every figure, back to the page it came from.

Every figure, back to the page it came from.

Koa Grove is a deal intelligence system for M&A advisory houses, private equity funds and independent sponsors. It reads the documents a transaction generates, binds every fact to its source, and drafts work product a partner can defend line by line.

Installed on your own estate. Under your own name.

The Problem

The data room opens. Two hundred and forty files. The analyst renames, re-derives, and copies figures into a new deck — and with every hop, the number drifts a little further from the page that produced it.

Then the partner’s question, on a Tuesday afternoon: where does this number come from? Twenty minutes. Forty. An afternoon.

1,093 hrs a year, per analyst, on work that is almost entirely mechanical.

What It Does

It receives

Data rooms, memoranda, screens, and every file a mandate produces.

It reads

Pages, tables, and figures, every fact bound to the exact source it came from.

It produces

Screens, memoranda, and papers, drafted with citations live in the draft.

Those We Serve

Houses of five to fifty, running real mandates, with institutional obligations and no institutional back office.

Boutique Investment Banks

Sell-side mandates and buyer processes, without the institutional back office.

Boutique Investment Banks

Sell-side mandates and buyer processes, without the institutional back office.

M&A advisory

From origination to close, with every figure ready to defend.

M&A advisory

From origination to close, with every figure ready to defend.

Private equity

Screen more opportunities and arrive at committee prepared.

Private equity

Screen more opportunities and arrive at committee prepared.

Family offices

Direct investment, with the discipline of an institutional house.

Family offices

Direct investment, with the discipline of an institutional house.

Search Funds

High-throughput screening without losing the detail.

Search Funds

High-throughput screening without losing the detail.

Independent Sponsors

Present every deal with institutional rigour.

Independent Sponsors

Present every deal with institutional rigour.

Small Credit Funds

Underwrite incomplete material with a traceable record.

Small Credit Funds

Underwrite incomplete material with a traceable record.

Venture

Diligence discipline for later-stage positions.

Venture

Diligence discipline for later-stage positions.

The house that wins the mandate is often not the one with the best view. It is the one that came back on Thursday instead of the following Tuesday.

The crown is admired. The root is the reason.